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Escorts High Yield Equity Plan - Dividend Option-Direct Plan

Category: Equity Funds Mid and Small Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 100 Index
Expense Ratio: 2.5% As on (31-03-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 0.0
Total Assets: 8.62 Cr As on (31-07-2017)
Turn over: 47.0
NAV as on

(%)

CAGR Since Inception

%

Nifty 100 Index 17.05%

PERFORMANCE of Escorts High Yield Equity Plan - Dividend Option-Direct Plan

Scheme Performance (%)

Data as on - 19-02-2018

Yearly Performance (%)

Fund Managers

Mr.. Sanjeev Sharma

Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.

Investment Objective

The scheme aims to generate current income and long term capital growth from a portfolio substantially consisting of equity and equity related securities. Investments made by the scheme shall be guided by the philosophy of value oriented investing. The emphasis will be on identifying companies with a strong sustainable competitive advantages in good businesses and having sound managements and paying consistent dividends.

RETURNS CALCULATOR for Escorts High Yield Equity Plan - Dividend Option-Direct Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Escorts High Yield Equity Plan - Dividend Option-Direct Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Escorts High Yield Equity Plan - Dividend Option-Direct Plan 13.3 1.03 5.01 0.85 - -
Equity Funds Mid and Small Cap

PEER COMPARISION of Escorts High Yield Equity Plan - Dividend Option-Direct Plan

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Data as on - 19-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
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Ret (%)
5-Yrs
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Escorts High Yield Equity Plan - Dividend Option-Direct Plan

Asset Allocation (%)

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